LEDUCQ FOUNDATION FOR CARDIOVASCULAR RESEARCH: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEDUCQ FOUNDATION FOR CARDIOVASCULAR RESEARCH (EIN 45-4696263)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202303129349100435
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T11:04:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741988615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & WURZER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 GESSNER SUITE 800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454696263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDUCQ FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR CARDIOVASCULAR RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEDU | BusinessNameControlTxt |
| Phone | 7136272440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 GESSNER SUITE 800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY MC GREEVY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 7136272440 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSEMARY | PersonFirstNm |
| Person Last | MC GREEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M STONER | PreparerPersonNm |
| PTIN | P01235366 | PTIN |
| Phone | 7136272440 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,483,613 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,138,991 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,179 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,179 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $409,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $409,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$246,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$18,498 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,556 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,376,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $511,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,233 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,233 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $106,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,593 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,593 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $304,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $292,008 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $565,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $400,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,233 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,781,051 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,781,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,346,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $400,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,830,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$970,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,219 | CashBOYAmt |
| Cash EOY | $17,128 | CashEOYAmt |
| Cash EOYFMV | $17,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,709,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,957,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,959,038 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $60,252,716 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,970,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,486,071 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $59 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,376 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,376 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,970,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,967,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,483,613 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,369 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $42,534 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $75,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,534 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $65,894,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,924,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,894,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,924,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,970,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,967,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,894,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$970,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $64,924,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,924,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| RESOURCE CAPITAL FUND VI L.P. | P | 2021-12-01 | 2022-12-31 | $13,463 | -$13,463 | -$13,463 | |
| RESOURCE CAPITAL FUND VI L.P. | P | 2021-12-01 | 2022-12-31 | $200,574 | -$200,574 | -$200,574 | |
| CEREP III FEEDER, L.P. | P | 2021-12-01 | 2022-12-31 | $18,378 | $18,378 | $18,378 | |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | P | 2021-12-01 | 2022-12-31 | $6,381 | $6,381 | $6,381 | |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | P | 2021-12-01 | 2022-12-31 | $72,642 | -$72,642 | -$72,642 | |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | P | 2021-12-01 | 2022-12-31 | $2,852 | -$2,852 | -$2,852 | |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | P | 2021-12-01 | 2022-12-31 | $18,033 | $18,033 | $18,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$246,739 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $106,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $105,176 | OverpaymentAmt |
| Applied To ES Tax | $105,176 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDUCQ FOUNDATION FOR CARDIOVASCULAR RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173418146 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 FRANKLIN ST 19TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID TANCREDI | ||||||||
| 820 GESSNER SUITE 800 | HOUSTON | TX | 77024 | PRESIDENT & DIRECTOR | 10.00 | $0 | $0 | $0 |
| MARTIN LANDALUCE | ||||||||
| 820 GESSNER SUITE 800 | HOUSTON | TX | 77024 | VICE PRESIDENT & DIRECTOR | 10.00 | $0 | $0 | $0 |
| JAMES FLOYD | ||||||||
| 820 GESSNER SUITE 800 | HOUSTON | TX | 77024 | SECRETARY-TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| ROSEMARY MC GREEVY | ||||||||
| 265 FRANKLIN ST 19TH FLOOR | BOSTON | MA | 02110 | ASSISTANT SECRETARY | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $105,513 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,139,561 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,272,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,338,641 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,751,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,751,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $941,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,809,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,090,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,090,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,544 | TotalTaxAmt |
| Distributable Before Adj | $3,088,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,088,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,088,946 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,830,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,830,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,088,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,020,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,190,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,660,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,155,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,953,559 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,980,646 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,830,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,088,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,741,338 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,721,984 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $26,020,767 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,701,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,190,263 | ExcessFromYear4Amt |
| Excess From Year3 | $20,660,082 | ExcessFromYear3Amt |
| Excess From Year2 | $17,155,975 | ExcessFromYear2Amt |
| Excess From Year1 | $16,953,559 | ExcessFromYear1Amt |
| Excess From Current Year | $20,741,338 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AACHEN UNIVERSITY | |||||||||||||
| PAUWELSSTABE 30 | AACHEN | GM | 52074 | PC | GENERAL SUPPORT | $27,293 | |||||||
| AARHUS UNIVERSITY | |||||||||||||
| NORDRE RINGGADE 1 | AARHUS | DA | 8000 | GOV | GENERAL SUPPORT | $164,546 | |||||||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||||||
| PC | GENERAL SUPPORT | $218,853 | 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | |||||||
| AMC MEDICAL RESEARCH BV | |||||||||||||
| MEIBERGDREEF 9 1100 DD | AMSTERDAM | NL | 22660 | PC | GENERAL SUPPORT | $309,683 | |||||||
| AMSTERDAM UNIVERSITY MEDICAL CENTER | |||||||||||||
| DE BOELELAAN 1117 1081 HV | AMSTERDAM | NL | PC | GENERAL SUPPORT | $129,730 | ||||||||
| BIOMEDICAL RESEARCH FOUNDATION ACADEMY OF ATHENS | |||||||||||||
| 4 SORANOU EPHESSIOU ST | ATHENS | GR | PC | GENERAL SUPPORT | $89,229 | ||||||||
| BRIGHAM & WOMEN'S HOSPITAL | |||||||||||||
| PC | GENERAL SUPPORT | $52,069 | 75 FRANCIS STREET | BOSTON | MA | 02115 | |||||||
| CASE WESTERN RESERVE UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $203,404 | 10900 EUCLID AVENUE STE 615 | CLEVELAND | OH | 441067037 | |||||||
| CENTRO NACIONAL DE INVESTIGACIONES CARDIOVASCULARES CARLOS III (FSP) | |||||||||||||
| 28029 MADRID | MADRID | SP | 28029 | PC | GENERAL SUPPORT | $831,742 | |||||||
| CHARITE UNIVERSITATSMEDIZIN BERLIN | |||||||||||||
| CHARITEPLATZ 1 | BERLIN | GM | 10117 | PC | GENERAL SUPPORT | $377,024 | |||||||
| CHILDREN'S HOSPITAL MEDICAL CENTER CINCINNATI | |||||||||||||
| PC | GENERAL SUPPORT | $142,404 | 3333 BURNET AVENUE | CINCINNATI | OH | 452293039 | |||||||
| CLEVELAND CLINIC FOUNDATION | |||||||||||||
| PC | GENERAL SUPPORT | $205,230 | 9500 EUCLID AVENUE JJN5-01 | CLEVELAND | OH | 44195 | |||||||
| COLUMBIA UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $454,069 | PO BOX 29789 | NEW YORK | NY | 100879789 | |||||||
| CVPATH INSTITUTE INC | |||||||||||||
| PC | GENERAL SUPPORT | $155,584 | 19 FIRSTFIELD ROAD | GAITHERSBURG | MD | 20878 | |||||||
| DEUTSCHES HERZZENTRUM MUNCHEN | |||||||||||||
| LAZARETTSTRABE 36 | MUNCHEN | GM | 80636 | GOV | GENERAL SUPPORT | $95,457 | |||||||
| DIGNITY HEALTH | |||||||||||||
| PC | GENERAL SUPPORT | $203,374 | 350 W THOMAS ROAD | PHOENIX | AZ | 850134496 | |||||||
| DUKE UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $138,253 | PO BOX 602651 | CHARLOTTE | NC | 282602651 | |||||||
| FONDAZIONE PER LA RICERCA BIOMEDICA ONLUS | |||||||||||||
| VIA NIZZA 52 | TORINO | IT | 10126 | PC | GENERAL SUPPORT | $129,946 | |||||||
| GOTEBORGS UNIVERSITET | |||||||||||||
| BOX 100 | GOTEBORG | SW | SE 405 30 | GOV | GENERAL SUPPORT | $332,596 | |||||||
| HANNOVER MEDICAL SCHOOL | |||||||||||||
| CARL-NEUBERG-STR1 | HANOVER | GM | 30624 | PC | GENERAL SUPPORT | $155,549 | |||||||
| HEIDELBERG UNIVERSITY | |||||||||||||
| INF 672 | HEIDELBERG | GM | 69120 | GOV | GENERAL SUPPORT | $166,029 | |||||||
| HUBRECHT INSTITUTE | |||||||||||||
| UPSSALALAAN 8 | UTRECHT | NL | 3584 CT | GOV | GENERAL SUPPORT | $238,930 | |||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| PC | GENERAL SUPPORT | $624,160 | ONE GUSTAVE L LEVY PLACE BOX 3500 | NEW YORK | NY | 100296574 | |||||||
| IMP RESEARCH INSTITUTE OF MOLECULAR PATHOLOGY | |||||||||||||
| CAMPUS - VIENNA - BIOCENTER 1 | VIENNA | AU | 1030 | PC | GENERAL SUPPORT | $13,351 | |||||||
| IMPERIAL COLLEGE LONDON | |||||||||||||
| SHERFIELD BUILDING-SOUTH KENSINGTON | LONDON | UK | SW7 2AZ | PC | GENERAL SUPPORT | $9,646 | CAMPUS | ||||||
| INSERM | |||||||||||||
| 86 RUE REGNAULT | PARIS | FR | 75013 | GOV | GENERAL SUPPORT | $213,599 | |||||||
| INSTITUTO DE MEDICINA MOLECULAR | |||||||||||||
| EDIFICIO EGAS MONIZ | LISBON | PO | 1649-028 | PC | GENERAL SUPPORT | $300,708 | |||||||
| INTERNATIONAL CENTRE FOR GENETIC ENGINEERING AND BIOTECHNOLOGY (ICGEB) | |||||||||||||
| PADRICIANO 99 | TRIESTE | IT | 34149 | GOV | GENERAL SUPPORT | $98,107 | |||||||
| ISTITUTO AUXOLOGICO ITALIANO | |||||||||||||
| VIA L ARIOSTO | MILANO | IT | 20145 | PC | GENERAL SUPPORT | $197,413 | |||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $689,957 | 3400 N CHARLES STREET | BALTIMORE | MD | 21211 | |||||||
| KAROLINSKA INSTITUTET | |||||||||||||
| SE-171 | STOCKHOLM | SW | 77 | GOV | GENERAL SUPPORT | $229,504 | |||||||
| KING'S COLLEGE LONDON | |||||||||||||
| 5-11 LAVINGTON STREET | LONDON | UK | SE1 0NZ | PC | GENERAL SUPPORT | $315,916 | |||||||
| KYOTO UNIVERSITY | |||||||||||||
| 36-1 YOSHIDAHONMACHI | SAKYOKU | JA | 606-8501 | POF-ERGA IN PLACE | GENERAL SUPPORT | $102,678 | KYOTO | ||||||
| LMU KLINKIKUM DER UNIVERSITAT MUNCHEN | |||||||||||||
| SCHILLERSTRABE 40 | MUNCHEN | GM | 80336 | PC | GENERAL SUPPORT | $132,108 | |||||||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||||
| PC | GENERAL SUPPORT | $193,424 | 55 FRUIT STREET | BOSTON | MA | 02114 | |||||||
| MAX DELBRUCK CENTRE FOR MOLECULAR BIOMEDICINE | |||||||||||||
| ROBERT-ROSSLE-STRABE 10 | BERLIN | GM | 13125 | PC | GENERAL SUPPORT | $508,978 | |||||||
| MAX PLANCK INSTITUTE FOR HEART AND LUNG RESEARCH | |||||||||||||
| PARKSTR 1 | BAD NAUHEIM | GM | D-61231 | PC | GENERAL SUPPORT | $92,660 | |||||||
| MAX PLANCK INSTITUTE FOR MOLECULAR BIOMEDICINE | |||||||||||||
| RONTGENSTRABE 20 | MUNSTER | GM | 48149 | PC | GENERAL SUPPORT | $149,986 | |||||||
| MEDIZINISCHE UNIVERSITAT WIEN | |||||||||||||
| SPITALGASSE 23 | WIEN | AU | A-1090 | PC | GENERAL SUPPORT | $203,750 | |||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| PC | GENERAL SUPPORT | $62,072 | PO BOX 27084 | NEW YORK | NY | 100877084 | |||||||
| NATIONAL HEART LUNG AND BLOOD INSTITUTE | |||||||||||||
| GOV | GENERAL SUPPORT | $66,832 | 31 CENTER DRIVE MSC 2486 | BETHESDA | MD | 20892 | |||||||
| NETHERLANDS HEART INSTITUTE | |||||||||||||
| MOREELSEPARK 1 | UTRECHT | NL | 3511 EP | PC | GENERAL SUPPORT | $326,531 | |||||||
| NORTHWESTERN UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $632,802 | 633 CLARK STREET ROOM G-547 | EVANSTON | IL | 602081112 | |||||||
| NYU SCHOOL OF MEDICINE | |||||||||||||
| PC | GENERAL SUPPORT | $229,392 | 550 FIRST AVENUE | NEW YORK | NY | 10016 | |||||||
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||||||
| GOV | GENERAL SUPPORT | $301,613 | PO BOX 3003 | PORTLAND | OR | 972083003 | |||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE ON BEHALF OF HARVARD MEDICAL SCHOO | |||||||||||||
| PC | GENERAL SUPPORT | $106,867 | 25 SHATTUCK STREET SUITE 509 | BOSTON | MA | 02115 | |||||||
| REGION HOVEDSTADENRIGSHOSPITALET | |||||||||||||
| VALDEMAR HANSENS VEJ 2 OPGANG 8 4 | GLOSTRUP | DA | 2600 | GOV | GENERAL SUPPORT | $64,831 | SAL | ||||||
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | |||||||||||||
| GOV | GENERAL SUPPORT | $280,253 | 33 KNIGHTSBRIDGE RD 2ND FLOOR EAST | PISCATAWAY | NJ | 08854 | |||||||
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||||||
| PC | GENERAL SUPPORT | $94,994 | 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 920371002 | |||||||
| STANFORD UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $973,596 | PO BOX 44253 | STANFORD | CA | 94305 | |||||||
| SUNNYBROOK RESEARCH INSTITUTE | |||||||||||||
| 2075 BAYVIEW AVENUE | TORONTO | CA | M4N 3M5 | PC | GENERAL SUPPORT | $61,698 | |||||||
| TECHNION RESEARCH & DEVELOPMENT FOUNDATION LTD | |||||||||||||
| TECHNION CITY | HAIFA | IS | 3200003 | PC | GENERAL SUPPORT | $204,242 | |||||||
| TEL AVIV UNIVERSITY | |||||||||||||
| POB 39040 RAMAT AVIV | TELAVIV | IS | 6139001 | PC | GENERAL SUPPORT | $43,104 | |||||||
| THE BROAD INSTITUTE INC | |||||||||||||
| PC | GENERAL SUPPORT | $391,621 | 415 MAIN STREET | CAMBRIDGE | MA | 021421027 | |||||||
| THE GEORGE WASHINGTON UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $30,633 | 45155 RESEARCH PLACE | ASHBURN | VA | 20147 | |||||||
| THE JACKSON LABORATORY | |||||||||||||
| PC | GENERAL SUPPORT | $26,432 | 610 MAIN STREET | BAR HARBOR | ME | 04609 | |||||||
| THE MAGDI YACOUB INSTITUTE | |||||||||||||
| HEART SCIENCE CENTRE HILL END ROAD | HAREFIELD | UK | UB9 6JH | PC | GENERAL SUPPORT | $131,369 | |||||||
| THE OHIO STATE UNIVERSITY | |||||||||||||
| GOV | GENERAL SUPPORT | $279,435 | PO BOX 772398 | DETROIT | MI | 482772398 | |||||||
| THE RESEARCH FOUNDATION FOR STATE UNIVERSITY OF NEW YORK | |||||||||||||
| PC | GENERAL SUPPORT | $157,705 | PO BOX 9 | ALBANY | NY | 122010009 | |||||||
| THE UNIVERSITY OF ARIZONA | |||||||||||||
| GOV | GENERAL SUPPORT | $115,996 | 1303 E UNIVERSITY BLVD BOX 3 | TUCSON | AZ | 857190521 | |||||||
| THE UNIVERSITY OF EDINBURGH | |||||||||||||
| CHARLES STEWART HOUSE9-16 CHAMBERS | EDINBURGH | UK | EH1 1HT | PC | GENERAL SUPPORT | $144,247 | STRE | ||||||
| THE UNIVERSITY OF MANCHESTER | |||||||||||||
| SIMON BUILDING ROOM 121 BRUNSWICK | MANCHESTER | UK | M13 9PL | PC | GENERAL SUPPORT | $323,175 | STREET | ||||||
| THOMAS JEFFERSON UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $63,972 | 170 S INDEPENDENCE MALL WEST SUITE | PHILADELPHIA | PA | 191063333 | 925 E BOX 21 | ||||||
| UNIVERSITA DEGLI STUDI DI MILANO | |||||||||||||
| VIA CELORIA 26 | MILANO | IT | 20133 | PC | GENERAL SUPPORT | $160,237 | |||||||
| UNIVERSITA DEGLI STUDI DI PADOVA | |||||||||||||
| VIA UGO BASSI 58/B | PADOVA | IT | 35131 | PC | GENERAL SUPPORT | $175,798 | |||||||
| UNIVERSITA DEGLI STUDI DI SALERNO | |||||||||||||
| VIA GIOVANNI PAOLO II N 132 | FISCIANO SALERNO | IT | 84084 | PC | GENERAL SUPPORT | $87,130 | |||||||
| UNIVERSITATSKLINIKUM MUNSTER | |||||||||||||
| DOMAGKSTRABE 5 | MUNSTER | GM | 48149 | PC | GENERAL SUPPORT | $308,788 | |||||||
| UNIVERSITE DE GENEVE | |||||||||||||
| GH-1211 | GENEVE | SZ | PC | GENERAL SUPPORT | $44,067 | ||||||||
| UNIVERSITE LIBRE DE BRUXELLES | |||||||||||||
| AV FD ROOSEVELT 50 CP151 | BRUSSELS | BE | B-1050 | PC | GENERAL SUPPORT | $32,451 | |||||||
| UNIVERSITEIT UTRECHT | |||||||||||||
| BUDAPESTIAAN 6 | UTRECHT | NL | 3584 CD | PC | GENERAL SUPPORT | $240,506 | |||||||
| UNIVERSITY COLLEGE LONDON | |||||||||||||
| 149 TOTTENHAM COURT ROAD 7TH FLOOR | LONDON | UK | W1T 7BN | PC | GENERAL SUPPORT | $42,421 | MAPLE HOUSE | ||||||
| UNIVERSITY MEDICAL CENTER GOTTINGEN | |||||||||||||
| ROBERT-KOCH-STR 40 | GOTTINGEN | GM | D-37075 | PC | GENERAL SUPPORT | $434,130 | |||||||
| UNIVERSITY MEDICAL CENTER UTRECHT | |||||||||||||
| PO BOX 85500 | UTRECHT | NL | 3508 GA | GOV | GENERAL SUPPORT | $227,535 | |||||||
| UNIVERSITY OF AUCKLAND | |||||||||||||
| VICTORIA STREET WES | AUCKLAND | NZ | 1142 | PC | GENERAL SUPPORT | $68,280 | |||||||
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||||||||
| GOV | GENERAL SUPPORT | $97,987 | 120 THEORY SUITE 200 | IRVINE | CA | 925971050 | |||||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||||
| GOV | GENERAL SUPPORT | $416,659 | 405 HILGARD AVENUE BOX 957089 1125 | LOS ANGELES | CA | 900959000 | MURPHY HALL | ||||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||||
| GOV | GENERAL SUPPORT | $373,868 | 9500 GILMAN DRIVE 0954 | LA JOLLA | CA | 920930954 | |||||||
| UNIVERSITY OF CAMBRIDGE | |||||||||||||
| GREENWICH HOUSE MADINGLEY ROAD | CAMBRIDGE | UK | CB3 0TX | PC | GENERAL SUPPORT | $274,107 | |||||||
| UNIVERSITY OF CINCINNATI | |||||||||||||
| GOV | GENERAL SUPPORT | $132,052 | PO BOX 210222 | CINCINNATI | OH | 452210222 | |||||||
| UNIVERSITY OF COLORADO - BOULDER | |||||||||||||
| GOV | GENERAL SUPPORT | $104,001 | PO BOX 910220 | DENVER | CO | 80291 | |||||||
| UNIVERSITY OF HAMBURG-EPPENDORF | |||||||||||||
| MARTINISTRASSE 52 | HAMBURG | GM | 20246 | PC | GENERAL SUPPORT | $163,522 | |||||||
| UNIVERSITY OF HELSINKI | |||||||||||||
| PO BOX 53 FIN00014 | HELSINKI | FI | PC | GENERAL SUPPORT | $128,776 | ||||||||
| UNIVERSITY OF LAUSANNE | |||||||||||||
| RUE DU BUGNON 27 | LAUSANNE | SZ | CH-1011 | PC | GENERAL SUPPORT | $284,756 | |||||||
| UNIVERSITY OF LEICESTER | |||||||||||||
| UNIVERSITY ROAD | LEICESTER | UK | LE1 7RH | PC | GENERAL SUPPORT | $103,125 | |||||||
| UNIVERSITY OF LUBECK INSTITUTE FOR CARDIOGENETICS | |||||||||||||
| MARIA-GOEPERT STR 1 | LUBECK | GM | 23562 | PC | GENERAL SUPPORT | $150,190 | |||||||
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | |||||||||||||
| GOV | GENERAL SUPPORT | $147,731 | 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | |||||||
| UNIVERSITY OF OXFORD | |||||||||||||
| UNIVERSITY OFFICES WELLINGTON | OXFORD | UK | OX1 2JD | PC | GENERAL SUPPORT | $276,128 | SQUARE | ||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| PC | GENERAL SUPPORT | $883,984 | 3451 WALNUT STREET P221 FRANKLIN | PHILADELPHIA | PA | 191046205 | BLDG | ||||||
| UNIVERSITY OF QUEENSLAND | |||||||||||||
| BRISANE QLD 4072 | BRISBANE | AS | QLD 4072 | PC | GENERAL SUPPORT | $200,580 | |||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| GOV | GENERAL SUPPORT | $224,608 | 3500 S FIGUEROA STREET SUITE 102 | LOS ANGELES | CA | 900898001 | |||||||
| UNIVERSITY OF VIRGINIA | |||||||||||||
| GOV | GENERAL SUPPORT | $388,525 | PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | |||||||
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||||||
| GOV | GENERAL SUPPORT | $124,372 | OFFICE FOR RESEARCH SPONSORED | MILWAUKEE | WI | 532780538 | PROGRAMS DRAWER 538 | ||||||
| UPPSALA UNIVERSITET | |||||||||||||
| BOX 256 | UPPSALA | SW | 751 05 | GOV | GENERAL SUPPORT | $257,824 | |||||||
| UT SOUTHWESTERN MEDICAL CENTER AT DALLAS | |||||||||||||
| GOV | GENERAL SUPPORT | $837,426 | 5323 HARRY PINES BLVD BOX 841765 | DALLAS | TX | 752841765 | |||||||
| VANDERBILT UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $41,276 | 2301 VANDERBILT PLACE | NASHVILLE | TN | 372401591 | |||||||
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||||||
| PC | GENERAL SUPPORT | $293,298 | PO BOX 121236 | DALLAS | TX | 753121236 | |||||||
| VIB VZW | |||||||||||||
| RIJVISSCHESTRAAT 120 | ZWINJNAARDE | BE | 9052 | PC | GENERAL SUPPORT | $28,854 | |||||||
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||||||
| PC | GENERAL SUPPORT | $276,604 | 700 ROSEDALE AVENUE | ST LOUIS | MO | 631121408 | |||||||
| WEILL CORNELL MEDICAL COLLEGE | |||||||||||||
| PC | GENERAL SUPPORT | $159,330 | 575 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | |||||||
| YALE UNIVERSITY | |||||||||||||
| PC | GENERAL SUPPORT | $690,768 | PO BOX 1873 | NEW HAVEN | CT | 065081873 | |||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||||||
| PC | GENERAL SUPPORT | $31,738 | 330 BROOKLINE AVE | BOSTON | MA | 02215 | |||||||
| BILKENT UNIVERSITY | |||||||||||||
| BILKENT | ANKARA | TU | 06800 | PC | GENERAL SUPPORT | $3,554 | |||||||
| THE UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| 6190 AGRONOMY ROAD | VANCOUVER | CA | V6T 1Z3 | PC | GENERAL SUPPORT | $280,622 | BRITISH COLUMBIA | ||||||
| DE DUVE INSTITUTE | |||||||||||||
| 1200 WOLUWE SAINT LAMBERT | BRUSSELS | BE | PC | GENERAL SUPPORT | $23,674 | ||||||||
| FUNDACIO INSTITUT DE RECERCA CONTRA LA LEUCEMIA JOSEP CARRERAS | |||||||||||||
| BADALONA | BARCELONA | SP | 08916 | PC | GENERAL SUPPORT | $28,378 | |||||||
| FUNDACION INVESTIGACION BIOMEDICA DEL HOSPITAL 12 OCTUBRE | |||||||||||||
| 6A PLANTA BLOQUE D | MADRID | SP | 28041 | PC | GENERAL SUPPORT | $19,847 | |||||||
| PHILIPPS-UNIVERSITAT MARBURG | |||||||||||||
| BALDINGERSTRABE | MARBURG | GM | 35032 | PC | GENERAL SUPPORT | $3,163 | |||||||
| THE ROCKEFELLER UNIVERSITY | |||||||||||||
| GOV | GENERAL SUPPORT | $77,305 | 1230 YORK AVENUE | NEW YORK | NY | 10065 | |||||||
| UNIVERSITY OF COPENHAGEN | |||||||||||||
| NORREGADE 10 | COPENHAGEN | DA | 1165 | GOV | GENERAL SUPPORT | $188,079 | |||||||
| UNIVERSITY OF EASTERN FINLAND | |||||||||||||
| PB 1627 | KOUPIO | FI | 70211 | PC | GENERAL SUPPORT | $125,700 | |||||||
| UNIVERSITY OF POTSDAM | |||||||||||||
| AM NEUEN PALAIS 10 | POTSDAM | GM | 14469 | GOV | GENERAL SUPPORT | $106,946 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,781,051 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,179 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,647 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$246,739 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| DEERFIELD PRIVATE DESIGN IV, L.P. - UBTI | 531390 | -$22,628 |
| DEERFIELD PRIVATE DESIGN III, L.P. - UBTI | 531390 | -$4,426 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$27,054 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $264,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,589 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISVILLE ENTERPRISE SA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1209 ORANGE STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,138,991 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KYOTO UNIVERSITY | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-1 YOSHIDAHONMACHI | AddressLine1Txt |
| City | SAKYOKU | CityNm |
| Province Or State | KYOTO | ProvinceOrStateNm |
| Country | JA | CountryCd |
| Foreign Postal | 606-8501 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-03-25 | GrantDt |
| Grant | $102,678 | GrantAmt |
| Purpose Of Grant | THE GRANT IS A CONTRIBUTION TO THE CHARITABLE ORGANIZATION'S CARDIOVASCULAR MEDICAL RESEARCH, AS SUPPORTED BY AN EXPENDITURE RESPONSIBILITY GRANT AGREEMENT EXECUTED BY GRANTEE PRIOR TO THE GRANT. THE PURPOSE OF THE GRANT IS TO SUPPORT GRANTEE'S MISSION TO IMPROVE HUMAN HEALTH THROUGH INTERNATIONAL EFFORTS TO COMBAT CARDIOVASCULAR AND NEUROVASCULAR DISEASE. | PurposeOfGrantTxt |
| Expended By Grantee | $102,678 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE TO THE KNOWLEDGE OF THE LEDUCQ FOUNDATION. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2022 FORMAL WRITTEN REPORT | DatesOfReportsByGranteeTxt |
| Verification | 2023-05-11 | VerificationDt |
| Results Of Verification | THE 2022 FORMAL WRITTEN REPORT FOR THE PERIOD COVERING THE 2022 GRANT REFLECTS EXPENDITURE OF ENTIRE 2022 GRANT. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CARLYLE EUROPE REAL ESTATE PARTNERS III, L.P. | FMV | $1,111,677 | $28,459 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | FMV | $2,983,836 | $3,120,187 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | FMV | $3,663,995 | $4,811,036 |
| OF IV INVESTORS, LP | FMV | $1,298,636 | $1,553,438 |
| PIVOTNORTH FUND II, LP | FMV | $446,772 | $1,690,509 |
| RESOURCE CAPITAL FUND VI L.P. | FMV | $3,677,687 | $4,582,621 |
| TWO SIGMA EQUITY | FMV | $46,788,328 | $39,699,821 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - JOHNSON & WURZER P.C. | $38,159 | $0 | $38,159 |
| LEGAL FEES - MORGAN, LEWIS & BOCKIUS LLP | $1,074 | $0 | $1,074 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $59 | BOYBookValueAmt |
| EOY Book Value | $21,376 | EOYBookValueAmt |
| EOYFMV | $21,376 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $10,981 | $10,981 | $0 |
| OTHER PORTFOLIO EXPENSE-DEERFIELD PRIVATE DESIGN III | $47,424 | $47,424 | $0 |
| OTHER PORTFOLIO EXPENSE-PIVOTNORTH FUND | $18,017 | $18,017 | $0 |
| OTHER PORTFOLIO EXPENSE-RESOURCE CAPITAL FUND VI L.P. | $71,381 | $71,381 | $0 |
| OTHER PORTFOLIO EXPENSE-DEERFIELD PRIVATE DESIGN IV | $65,755 | $65,755 | $0 |
| CURRENCY LOSS - THE BANK OF NY MELLON | $29,238 | $29,238 | $0 |
| PASS THROUGH ENTITIES - N/D | $4 | $0 | $0 |
| MEMBERSHIP DUES | $10,000 | $0 | $10,000 |
| INTEREST AND PENALTIES - N/D | $2,649 | $0 | $0 |
| ORDINARY INVESTMENT LOSS - OF IV INVESTORS LIMITED PARTNERSHIP | $49,212 | $49,212 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RESOURCE CAPITAL FUND VI L.P. | $5,886 | $5,886 | $5,886 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | -$4,426 | -$4,426 | -$4,426 |
| DEERFIELD PRIVATE DESIGN IV-UBTI ADJUSTMENT | $22,628 | $22,628 | $22,628 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | -$21,379 | -$21,379 | -$21,379 |
| DEERFIELD PRIVATE DESIGN III-UBTI ADJUSTMENT | $4,426 | $4,426 | $4,426 |
| CEREP III FEEDER, L.P. | -$371 | -$371 | -$371 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | $840 | $840 | $840 |
| RESOURCE CAPITAL FUND VI L.P. | -$572 | -$572 | -$572 |
| DEERFIELD PRIVATE DESIGN FUND III, L.P. | $925 | $925 | $925 |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | $515 | $515 | $515 |
| MISCELLANEOUS INCOME | $84 | $84 | $84 |
| DEERFIELD PRIVATE DESIGN IV, L.P. - UBTI | -$22,628 | -$22,628 | |
| DEERFIELD PRIVATE DESIGN III, L.P. - UBTI | -$4,426 | -$4,426 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES-CAMBRIDGE ASSOCIATES LLC | $105,513 | $105,513 | $0 |
| INVESTMENT MANAGEMENT FEES-CEREP III FEEDER, L.P. | $1,206 | $1,206 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $113,419 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |